Capital Preservation Strategies – the IMMUNO and KONVEXO Concepts
- as of: 31 December 2018
We implement an asymmetric approach to portfolios where active positions are integrated into an investor’s risk limit. We offer two asymmetric capital preservation strategies.
IMMUNO – a rigid approach which ensures that we maintain virtually 100 per cent of the agreed capital preservation level.
KONVEXO – lower confidence levels allow for higher allocation to riskier asset classes. This offers more flexibility as required to adapt to individual needs and does not set fixed minimum capital values.
A team of 35 specialised portfolio managers is constantly developing innovative capital preservation strategies.
We have been a successful provider of capital preservation concepts for institutional clients since 1995. Our continuous investment in research and development since then has resulted in unparalleled in-house expertise.